Accessibility Links

Investment Manager

  • Salary: £45000.00 - £50000.00 per annum + Bonus and Benefits
  • Location: Birmingham
  • Sector: Investment Management
  • Job type: Permanent
  • Date posted:
    19 Sep 2017
  • Job reference: 29386
Position – Investment Manager (Discretionary)
Location – Central Birmingham
Salary – £45,000 to £50,000 plus Bonus & Benefits
Client – Wealth Management Firm

Client Overview – Investment Manager
My client is an authorised private bank offering its clients a UK-wide wealth management service.

Main Duties – Investment Manager
To advise on and manage the investments of clients and to provide any other related services which fall within the client agreement and which are within the defined competency of the Manager.

Key Responsibilities– Investment Manager

* To manage clients’ investments (including providing investment advice) to meet the clients’ investment objectives within the scope of their declared risk profile
* To represent the company and the division to clients, potential clients and introducers of clients at the standard necessary to develop the business in accordance with strategic and financial objectives
* To maintain the highest standards of compliance in keeping with the company’s obligations to clients, counterparties and the regulator. These standards will be the minimum provided by law but may be extended by company policy

Person Specification – Investment Manager

* Knowledge and Skills

* Excellent, proven interpersonal, verbal and written communication skills (Essential)
* Demonstrate high attention to detail within their work (Essential)
* Ability to challenge when required, in a constructive manner (Essential)
* Competent in using Word, Excel and Outlook (Essential)

* Qualifications

* Level 6 CISI Diploma (Essential)
* Level 7 CISI (Desirable)

* Experience

* Client-facing experience in a wealth management firm (Essential)
* Track record of strong personal organisation capabilities (Essential)
* Reassuring and effective telephone manner (Essential)

Key Attributes – Investment Manager

* Integrity – Demonstrate integrity by being accountable for their actions and acting with transparency, honesty and fairness in everything they do
* Commitment – Be committed to the company by demonstrating a passion for what they do and recognising that their actions have a demonstrable impact on the business achieving its goals

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
Our clients include: